JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349103951
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T14:43:53-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043244143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P DONAHUE CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9784528902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JANSON DON 37 BANK STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DONAHUE | PersonNm |
| Person Title | TRUSTEE AS NEEDED | PersonTitleTxt |
| Signature | 2023-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | DONAHUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,826,653 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $106,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $425,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,071,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $425,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $531,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $531,450 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $630 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $630 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,484 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $283 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $220,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $523,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $370,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $370,371 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,514,180 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,579,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,261,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $297,347 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $197,680 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $194,957 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $24,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,000 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,951,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,171,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,826,653 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,951,036 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,171,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,951,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,171,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,951,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,171,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,951,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $220,053 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,171,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,171,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | 2022-12-31 | 2022-12-31 | $108,127 | $102,082 | $6,045 | $6,045 |
| PUBLICLY TRADED SECURITIES - LT | P | 2022-12-31 | 2022-12-31 | $963,432 | $544,452 | $418,980 | $418,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $425,025 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,045 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,270 | SubtotalAmt |
| Tax Based On Investment Income | $7,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,470 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATTHEW DONAHUE | IndividualWithBooksNm |
| Phone | 9784528902 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GEORGE STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW DONAHUE | |||||||||
| C/O JANSON DONAHUE | 37 BANK STREET | LEBANON | NH | 03766 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| DAVID W DONAHUE | |||||||||
| 111 DEVONSHIRE STREET | BOSTON | MA | 02109 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 | |
| JOHN DONAHUE | |||||||||
| C/O JANSON DONAHUE | 37 BANK STREET | LEBANON | NH | 03766 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| JOSEPH DONAHUE III | |||||||||
| C/O JANSON DONAHUE | 37 BANK STREET | LEBANON | NH | 03766 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,794,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,061,062 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,061,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,015,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,270 | TotalTaxAmt |
| Distributable Before Adj | $143,487 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $143,487 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $143,487 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $303,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,487 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $53,427 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,879 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $167,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $143,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $159,513 | RemainingDistriFromCorpusAmt |
| Total Corpus | $326,819 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $326,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $53,427 | ExcessFromYear3Amt |
| Excess From Year2 | $113,879 | ExcessFromYear2Amt |
| Excess From Current Year | $159,513 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAM KEENAN FOUNDATION | ||||||||
| PO BOX 9663 | LOWELL | MA | 01853 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| ADAM KEENAN MEMORIAL SCHOLARSHIP FU | ||||||||
| 100 MERRIMACK ST 202 | LOWELL | MA | 01852 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| ALAMEDA COUNTY FOOD BANK | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| ALS ONE | ||||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| ANOTHER WAY | ||||||||
| PO BOX 506 | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| BRIDGTON ACADEMY | ||||||||
| PO BOX 292 | NORTH BRIDGTON | ME | 04057 | NONE | PUBLIC CHARI | UNRESTRICTED | $3,000 | |
| BROTHER SULLIVAN FD-ST JOHN'S PREP | ||||||||
| 72 SPRING ST | DANVERS | MA | 01923 | NONE | UNRESTRICTED | $6,000 | ||
| CENTRAL CATHOLIC HIGH SCH | ||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PUBLIC CHARI | UNRESTRICTED | $3,000 | |
| CHELMSFORD COMM EXCHANGE | ||||||||
| PO BOX 394 | CHELMSFORD | MA | 01824 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 | |
| CHURCH OF THE GOOD SHEPHERD | ||||||||
| 214 MAIN STREET | NASHUA | NH | 03060 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 | |
| CLEMMONS FAMILY FARM | ||||||||
| 2213-2122 GREENBUSH ROAD | CHARLOTTE | VT | 05445 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| COMMUNITY ENGAGEMENT LAB | ||||||||
| 41 SUMMER ST | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| EARTHWALK VERMONT | ||||||||
| PO BOX 21 | PLAINFIELD | VT | 05667 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| FRIENDS OF WINOUSKI RIVER INC | ||||||||
| PO BOX 777 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| GIRLS INCORPORATED FO GREATER LOWEL | ||||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| GLOBAL COMM INITIATIVES | ||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| GOLDEN HANDCUFFS REVIEW PUBLICATION | ||||||||
| 1825 NE 58TH STREET | SEATLE | WA | 98105 | NONE | PUBLIC CHAR | UNRESTRICTED | $20,000 | |
| GOOD BEGINNINGS OF CENTRAL | ||||||||
| 174 RIVER STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $20,000 | |
| GREEN MOUNTAIN CLUB INC | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| GREEN MOUNTAIN MONASTERY | ||||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | |
| GREENVILLE FUNCTION DEPOT FRIENDS | ||||||||
| PO BOX 16 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| HONOR OF EARTH | ||||||||
| PO BOX 63 | CALLAWAY | MN | 56521 | NONE | UNRESTRICTED | $1,000 | ||
| LAKE CHAMPLAIN LAND TRUST INC | ||||||||
| ONE MAIN STREET SUITE 20 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| LOWELL BOYS & GIRLS CLUB | ||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHAR | UNRESTRICTED | $55,000 | |
| LOWELL FESTIVAL FOUNDATION FALL FES | ||||||||
| PO BOX 217 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $4,000 | |
| LOWELL HUMANE SOCIETY | ||||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| LOWELL LITTER KREWE | ||||||||
| 517 MOODY ST 3RD FLOOR | LOWELL | MA | 01854 | NONE | UNRESTRICTED | $3,000 | ||
| LOWELL PARKS & CONSERVATION TRUST | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $15,000 | |
| MAHOOSUC LAND TRUST INC | ||||||||
| 57 MAIN STREET BOX 981 | BETHEL | ME | 04217 | NONE | PUBLIC CHAR | UNRESTRICTED | $8,000 | |
| MAIN ADAPTIVE SPORTS AND RECREATION | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK STREET STE G | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 | |
| MONTPELIER COMMUNITY GOSPEL CHOIR | ||||||||
| PO BOX 61 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $4,000 | |
| MOOSEHEAD MARINE MUSEUM | ||||||||
| PO BOX 1141 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| MUSTARD SEED COMMUNITY | ||||||||
| 29 JAMES AVE | MEDFIELD | MA | 02052 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| PO BOX 1137 | MONTPLIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| NORTHERN STAGE | ||||||||
| 74 GATE STREET | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| OFF THE PARK PRESS | ||||||||
| 976 KENSINGTON AVE | PLAINFIELD | NJ | 07060 | NONE | PUBLIC CHAR | UNRESTRICTED | $15,000 | |
| ORCHARD VALLEY WALDORF SCHOOL | ||||||||
| 2290 VT-14 EAST | MONTPELIER | VT | 05651 | NONE | PUBLIC CHAR | UNRESTRICTED | $25,000 | |
| PIONEER VALLEY POETRY PRODUCTIONS | ||||||||
| 181 SCHOOL STREET | NORTHFIELD | MA | 01360 | NONE | PUBLIC CHAR | UNRESTRICTED | $20,000 | |
| POOR CLARE SISTERS | ||||||||
| 445 RIVER ROAD | NORTH ANDOVER | MA | 01810 | NONE | UNRESTRICTED | $1,500 | ||
| PREVENT CHILD ABUSE VT | ||||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| RESIST INC | ||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | NONE | UNRESTRICTED | $1,000 | ||
| RURAL VERMONT | ||||||||
| 46 EAST STATE ST | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| SCRAG MOUNTAIN MUSIC | ||||||||
| 4996 HOLLISTER ROAD | MARSHFIELD | VT | 05658 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| SELVA OSCURA | ||||||||
| 934 N CALIFORNIA AVE 3 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 | |
| SPECTRUM YOUTH & FAMILY SERVICES | ||||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | NONE | UNRESTRICTED | $1,000 | ||
| THE AUSTIN FUND | ||||||||
| 101 WILLOW STREET | READING | MA | 01867 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| THE CRAIG MAXFIELD MEMEMIAL SCHOLAR | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | C/O LOWELL CATHOLIC |
| THE GOOD SMARITAN HAVEN | ||||||||
| PO BOX 1104 | BARRE | VT | 05641 | NONE | UNRESTRICTED | $2,500 | ||
| THE OLD MEETING HOUSE | ||||||||
| 1620 CENTER ROAD | EAST MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| THE VERMONT RIVERS CONSERVANCY | ||||||||
| 29 MAIN ST SUITE 11 | MONTPELIER | VT | 05601 | NONE | UNRESTRICTED | $1,000 | ||
| THE WHOLE HORSE EXPERIENCE | ||||||||
| PO BOX 127 | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 35 WARREN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| UPPER VALLEY SNOW SPORTS FOUNDATION | ||||||||
| 160 WHALEBACK MOUNTAIN RD | ENFIELD | NH | 03748 | NONE | UNRESTRICTED | $1,000 | ||
| VERMONT ARTS COUNCIL | ||||||||
| 136 STATE STREET | MONTPELIER | VT | 05633 | NONE | UNRESTRICTED | $1,000 | ||
| WARDORF SCHOOL OF LEXINGTON | ||||||||
| 739 MASSACHUSETTS AVE | LEXINGTON | MA | 02420 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| WATER FOR CAMBODIA A MIDDLETON ROTA | ||||||||
| PO BOX 1121 | BRISTOL | RI | 02809 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | |
| WHITE RIVER PARTNERSHIP | ||||||||
| 4266 VT ROUTE 14 | SOUTH ROYALSTON | VT | 05068 | NONE | UNRESTRICTED | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $425,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $531,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,450 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP & EM DONAHUE CRT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | CRT | OrganizationTypeDesc |
| Relationship Description | COMMON TRUSTEES | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CELGENE CORP. 3.55% DUE 8/15/22 - 75 | ||
| WALGREEN CO SR 3.100% DUE 9/15/22 - | ||
| WALGREENS BOOTS ALLIANCE 3.800% DUE | $49,425 | $48,749 |
| WELLPOINT INC. 3.5% DUE 8/15/24 - 50 | $49,620 | $48,792 |
| QUALCOMM INC 3.45% DUE 5/20/25 | $98,635 | $97,416 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD SPONSORED - 2,000 SH | ||
| ABBVIE INC - 2,000 SH | $106,542 | $242,415 |
| AIR PRODUCTS & CHEMICALS - 400 SH | $117,155 | $123,304 |
| ARCHER-DANIELS MIDLAND - 1,000 SH | $57,978 | $92,850 |
| APA CORP - 3,700 SH | $105,147 | $172,716 |
| BOEING CO - 600 SH | $82,024 | $114,294 |
| BRISTOL MYERS SQIBB CO - 2,000 SH | $102,660 | $143,900 |
| CATERPILLAR INC - 500 SH | $69,813 | $119,780 |
| CHEVRON CORPORATION - 500 SH | $25,035 | $89,745 |
| CLEAN ENERGY FUELS CORP - 25,000 SH | $101,487 | $130,000 |
| CME GROUP INC - 600 SH | $101,328 | $100,896 |
| CONOCOPHILLIPS - 1,000 SH | $83,489 | $118,000 |
| EATON CORP PLC - 500 SH | $22,503 | $78,475 |
| EMERSON ELECTRIC - 500 SH | $34,476 | $48,030 |
| FEDEX CORPORATION - 300 SH | ||
| FISERV INC - 400 SH | $43,975 | $40,428 |
| FRANCO NEVADA CORP - 900 SH | $109,655 | $122,832 |
| FREEPORT MCMORAN INC - 2,0002 SH | $60,116 | $76,000 |
| GRAYSCALE BITCOIN TRUST - 3,000 SH | $37,154 | $24,870 |
| IMPERIAL OIL - 1,000 SH | $45,711 | $48,740 |
| INTEL CORP - 2,500 SH | $109,103 | $66,075 |
| IBM - 400 SH | $50,127 | $56,356 |
| INTERCONTINENTAL EXCHANGE - 700 SH | $65,649 | $71,813 |
| JPMORGAN CHASE & CO - 900 SH | $47,586 | $120,690 |
| LOCKHEED MARTIN CORP - 200 SH | $67,230 | $97,298 |
| MARRIOTT INTERNATIONAL - 700 SH | ||
| MERCK & CO INC - 1,300 SH | $60,019 | $144,235 |
| NESTLE - 1,000 SH | $87,945 | $115,802 |
| NIKE - 1,000 SH | $23,148 | $117,010 |
| ORACLE CORP - 800 SH | $51,933 | $65,392 |
| QUALCOMM - 800 SH | ||
| RAYTHEON TECHNOLOGIES CORP - 500 SH | $49,136 | $50,460 |
| RIO TINTO PLC - 2,000 SH | $145,218 | $142,400 |
| SCHLUMBERGER LTD - 1,500 SH | $57,434 | $80,190 |
| STARBUCKS CORP - 1,000 SH | $75,436 | $99,200 |
| TEX PAC LAND TR SUB - 295 SH | $112,116 | $691,548 |
| TJX COMPANIES INC - 900 SH | $61,389 | $71,640 |
| UNION PACIFIC CORP - 300 SH | $66,661 | $62,121 |
| UNITED PARCEL SERVICES - 500 SH | $49,141 | $86,920 |
| WASTE MANAGEMENT INC - 750 SH | $30,863 | $117,660 |
| WHEATON PRECIOUS METALS - 3,000 SH | $62,656 | $117,240 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $630 | LegalFeesAmt |
| Net Investment Income | $630 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAPESTRY | Desc |
| BOY Book Value | $24,000 | BOYBookValueAmt |
| EOY Book Value | $24,000 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/INVESTMENT FEES | $283 | $283 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MOORS & CABOT 2101 - FOREIGN TA | $1,188 | $1,188 |
| CERTAIN EXCISE TAX | $3,296 | $3,296 |
Comments